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Two blue waves upend ruling parties

U.S. current flows left but South Africa’s drifts right
Patrick Bond 8 November 2026

Two elections generated opposite ideological results, back-to-back this week. In the U.S., the Democratic Party’s blue tsunami on Tuesday washed Trump’s red Republicans out of Congress and many state houses. (In Haitian Creole, Jean-Bertrand Aristide’s Lavalas party took its name from the experience of ‘a flood that cleanses.’)

In South African municipal elections the next day, the black-green-gold of the African National Congress (ANC) – once a liberatory force when led by Nelson Mandela, before taking power in 1994 and ending apartheid, but immediately imposing (quick-failing) neoliberal economic policies – was partially drowned by a blue-led, centre-right Democratic Alliance (DA), but with far-right xenophobic sharks circling, as well. Actually, there was not a wave here: just a DA ripple, with less than 3% higher support than in the last election of 2021.



But there are serious changes underway in political loyalties. While the ANC had won every South African democratic election before 2019 with between 62 and 70% of the vote, it since collapsed to 40% in the 2024 National Assembly election – compelling a Government of National Unity with the DA and a few other small parties – and today can barely claim 30% support, mostly winning municipalities in rural areas.

Because of the DA’s suburban strength, even with just under a quarter of the national vote, its very-white, sometimes openly neo-colonial managers – especially the de facto leader since the early 2000s, Helen Zille – will probably soon grab mayoralties in the five largest cities: Johannesburg, Cape Town, Tshwane (Pretoria), Gqeberha (Port Elizabeth) and perhaps even eThekwini (Durban). Coalition talks could last for weeks, because in only 68 out of the 257 municipalities was there a clear 50%+1 winner.

The DA has for two decades run the country’s second city, Cape Town, in a manner favourable to the wealthy, as University of the Western Cape Professor of Government Greg Ruiters shows. But in other metros, extreme decay is witnessed in even middle-class neighbourhoods (like mine in Johannesburg), so the DA is expected to make some quick-fix improvements, especially of broken water pipes and delinquent rubbish removal.



In desperate low-income urban communities, DA rule will likely lead to intensified class war waged over municipal services in the months and years ahead, thanks to its tendency to impose higher electricity prices and punitive services disconnections. Explained Dale McKinley of the International Labour Rights Information Group, “What we are seeing is the inevitable consequence of decades of neoliberal policy choices, factional greed, and systemic neglect of poor communities. The working class has realised that waiting for salvation from above is a dead end.”

Across the country, with 99% of the vote counted, the ANC won 50+% in only 44 councils (2,753 seats), followed by the DA with 11 councils (1,204 seats), MKP with 3 councils (614 seats), and the Inkatha Freedom Party with 5 councils (417) seats.

With so many hung councils, negotiations will be excruciating. Given the weaknesses of both the neoliberal-nationalist ANC and contenders to its left, the DA will probably evict the ANC from even junior-partner coalition rule in the major metros. But one objective the two lead parties share in Durban – the third largest city – is to recreate their Government of National Unity to keep former President Jacob Zuma’s uMkhonto weSizwe Party (MKP) out of power, in spite of its 40% support there.

Across the province of KwaZulu-Natal, the MKP attracted sympathy votes for Zuma, who was pushed out by Cyril Ramaphosa in 2018 after debilitating corruption scandals that left him briefly jailed in 2021, and last month hospitalised after a mild stroke. His party’s revived Zulu ethnicism includes public support for the main xenophobic social movement, ‘March and March.’ However, instead of the nearly 15% received in the 2024 national poll, MKP’s support dropped below 10% in this vote.

ANC choices: DA-driven assimilation, SACP-led Alliance reconstitution, or proto-fascism
There were two explicitly socialist parties of substance, but they did not win any councils: the Economic Freedom Fighters (EFF, 359 seats) – led by Julius Malema, who has witnessed leadership desertions and a fall in voting share from a peak 11% in 2019 to just over 6% this week – and the SA Communist Party (SACP, 186 seats) which contested national elections for the first time in its 105-year history, winning a surprisingly high 2.5%.

In prior months, the SACP had drawn together the MKP, EFF and a few others into a ‘Council of the Left’ but Zuma’s right-wing populism this network to ideological incoherence, notwithstanding that all three are ANC breakaways. On November 9, the SACP – which split from the ANC Alliance late last year, after MKP did in 2024, following the EFF’s break in 2013 – will reconvene the network to establish some sort of coalition-forging strategy.

If that group sticks together, there’s a distinct possibility – slim but real – that at least some of the ANC leadership now facing oblivion would put a break on the rightward drift under Ramaphosa, and together try to stitch together 50% coalitions of these Black-led parties in the short-term, and also steer the ANC away from the DA for the 2027 party leadership election and then 2029 national election.

If they fail, the revival of ANC-DA collaboration would likely occur via Ramaphosa’s brother-in-law Patrice Motsepe – purported to be the most popular single personality in South Africa – or someone like him. Motsepe is also the main South African profiting from coal sales to fuel Israel’s genocide, and his support base includes a pro-Israel grassroots movement with millions members, the Zion Christian Church.

On November 29, Motsepe will host another massive evangelical religious festival with six-figure attendance, where pro-Israeli preaching is provided by the chief rabbi. And a few weeks after last year’s event, the evangelicals descended on the Mandela Foundation to protest its leader, Naledi Pandor, who is a former foreign minister renowned for accusing Israel of genocide at the International Court of Justice a few years ago.

But would the Council of the Left’s reconstruction of the ANC contribute to solving the underlying municipal crisis, or just give current municipal mismanagers a new lease on life? Local-level neoliberalism and austerity are already major reasons behind rising voter discontent and sustained apathy; only 40% of about 40 million eligible voters came to the polls.

Both the ANC and DA support Public Private Partnerships – vehicles for public-private plundering by allied ‘tenderpreneurs’ – instead of building state capacity. (Of major parties, only the EFF and SACP oppose such ‘outsourcing’ and instead demand ‘insourcing.’ They’re also anti-xenophobia, especially the EFF.)

Both the ANC and DA comply with International Monetary Fund ‘fiscal consolidation’ commands, ever since a $4.3 billion Covid-19 loan in 2020. The South African Treasury has since chopped both the annual (per-resident) national-to-local operating subsidies by 11% and municipal capital grants by 1.5%. In 2023, marching orders from Washington confirmed that Treasury officials that year agreed: “grants to local governments are contained.”

(The finance minister regularly fibs about this austerity regime, for example last month claiming that subsidies for Free Basic Services – electricity and water – reach 11 million households, but in reality, fewer than 3 million actually qualify, given the state’s obnoxious means-testing barriers.)

In opposition, the South African labour movement still occasionally strikes, as did 35,000 Johannesburg municipal workers the day before the election, blocking the main highway through the city and forcing an ANC agreement to make good on overdue back payments (thus violating Finance Ministry instructions).

But most of organised labour is mired in various crises. The largest federation – the Congress of SA Trade Unions (COSATU) – nearly split in half last month, over whether to support the ANC or SACP in the election. There, too, a narrow-minded, anti-solidaristic self-interest is sometimes on display, with one of the federation’s lead officials recently confirming COSATU’s support for a proposed law which could, he advocated, “limit the number of foreign workers in workplaces… and designate certain sectors for South Africans only.”

But on the positive side, the 2017 COSATU breakaway SA Federation of Trade Unions – and its small but vibrant affiliate the General Industries Workers Union of South Africa – are solidly Pan African, anti-xenophobic. Nevertheless, another SAFTU affiliate (and the largest union in South Africa), the National Union of Metalworkers of SA, is rapidly decomposing due to a vicious leadership battle.

Another barrier is that most community-based movements and NGOs have failed to generate a strong ideology against Afrophobia – with the exceptions of Abahlali baseMjondolo shack dwellers, the Mining Affected Communities United in Action network and a few outstanding local movements like Thembelihle Crisis Committee in Johannesburg South. In Durban, one of the leading progressive institutions – the South Durban Community Environmental Alliance – lost a leading internationalist hero, its long-time leader Des D’Sa, in a tragic car accident on October 30.

The main network of progressive internationalists that emerged in 2026 to fight xenophobia, Siyafana Sonke (‘we are the same, everyone’), has provided humanitarian emergency aid during forced deportations and confronted xenophobes, mainly in Johannesburg and Durban. In the courts and streets, Lawyers for Human Rights, the Consortium for Refugees and Migrants in South Africa, Kopanang Africa Against Xenophobia and others regularly battle for a justice that transcends Cecil Rhodes’ old borders. A good example of their consciousness-raising is a recent statement by 43 organisations that unpacks why Ramaphosa’s surface-level critique of xenophobia is actually pathetic.

Enter the forces of Afrophobia
The danger of contagious right-wing MAGA-style grassroots populism in South Africa is becoming acute, judging by Wednesday’s vote. The third-, sixth- and ninth-most popular parties – MKP, ActionSA and the Patriotic Alliance (PA) – are led by conservative, Afrophobic nationalists. Of these, only the latter has a seat in power: PA leader Gayton McKenzie is minister of sports, arts and culture, from where he continues making xenophobic remarks (unpunished by Ramaphosa).

As for ActionSA leader Herman Mashaba, he was openly Afrophobic already a decade ago, when he served as Johannesburg’s DA mayor. In 2022 he was called out by the DA – after he acrimoniously quit the party – for disinformation about immigrants that made him “partially liable for every bout of murderous xenophobia that plays out on South African streets.”

However, because ActionSA had the most improved voting rate on Wednesday – an impressive 4% increase over 2021’s municipal poll (led by double-digit performance in Gauteng Province) – some on the far right anticipate Mashaba joining several new metro ruling coalitions. In the vision of Rob Hersov, the charismatic heir to a gold mining fortune, those pacts would unite ActionSA with the DA, with the 3% Afrikaner party Freedom Front+, and with the 2% Patriotic Alliance. The goal would be a takeover of most if not all the eight metropolitan governments. (The other right-wing ally Hersov suggests is Inkatha Freedom Party, the original home base of violent Zulu nationalism.)

For white South Africans, the Freedom Front+ and AfriForum are the main institutional Afrikaner voices for the purpose of misinforming Trump about their alleged oppression. In contrast, the numerically-smaller but economically-dominant English-speaking white conservatives have an even more obnoxious voice: Hersov.

After two years of military duty during apartheid – for after all, he still today calls Nelson Mandela a ‘terrorist’ – Hersov went AWOL from South Africa for 31 years, during which time he worked at Goldman Sachs and was mentored by right-wing media mogul Rupert Murdoch (and also appeared in Jeffrey Epstein’s black book). After his 2017 return to South Africa, Hersov created a ‘Smutby Group’ (i.e., “Rugby, Smut and Philosophy”) Old Boys network whose mutual aid system would solve problems like “How can we survive as pale males.” Hersov’s libertarian distortions of reality are now amplified through a minor media empire, ‘Truth Report’ – full of e-gambling lad-lines like ‘fancy laying Helen Zille’ – and he works closely with the influential white-bourgeois mouthpiece BizNews.

The likes of Hersov, Mashaba and McKenzie are in tune with the broader society’s a blame-the-Other tendency. This cancer has spread rapidly, as this year witnessed around 1000 Afrophobic demonstrations led by March and March, often turning violent against immigrant workers from the rest of the continent.

At national state level, some blame can also be laid on the ANC, among whose leaders include confirmed Afrophobes running the national health ministry and the province bordering Zimbabwe, as well as the party’s xenophobia-denialist general secretary. As for the DA, its national alliance with the ANC gives it control of the national Home Affairs ministry, where the party brags of carrying out 111,000 deportations of immigrants over the past two years, i.e. a 53% increase on prior years. Together, they run a national state often guilty of practices – including police shakedowns of immigrants typically for $75 bribes – that are unnecessarily hostile, often brutally so, to low-income immigrants.

South Africa’s proto-fascistic momentum appears to be, as in Brazil, a logical reflection of an economy that has, for at least a decade, continually reduced working-class living standards (with momentary alleviation in the form of increasing consumer debt, repaid at inordinately high interest rates). The situation worsens daily thanks to savage deindustrialisation, with local capital accumulation also reliant upon a subimperialist political economy whose regional super-exploitation and extreme climate damage – for South African capitalism has the world’s highest greenhouse gas emissions per person per unit of GDP since the early 1900s – pull desperate immigrants from neighbouring countries (e.g. victims of rising Lake Malawi temperatures which ruin local fishing).

Inspiration from ascendant U.S. democratic socialism
In this awful context, is there any merit in taking optimism from the Democratic Party’s blue tsunami, especially splashes from some its high-profile leftist luminaries? Can those ripples be felt as far away as South Africa, especially given Trump’s hatred of ANC affirmative action programmes? On November 2, on those grounds, he ordered the cancellation of South Africa’s African Growth and Opportunity Act tariff benefits.

Trump’s party still won votes from a U.S. electorate that includes a large share of working-class xenophobes, especially white men from a dethroned labour aristocracy. But thankfully, they mostly retreated from the political stage last week, losing an immense share of their representation for, if not a working-class agenda, their hatred of wokeness. Some abstained from voting, for anyone, realising that their own paleo-conservative, America-First sentiments were not, after all, shared by the corruption-riddled, war-addicted, techbro-manipulated Trump regime.

Some voted for progressive Democrats. After all, a decade ago, a similar trajectory was noticeable in the United Kingdom when a sixth of the white working-class voters who backed the isolationist, pro-Brexit UK Independence Party in 2015-16, broke with Nigel Farage and supported left-wing Labour leader Jeremy Corbyn in a 2017 election.

The blue defeat of reds in the U.S. is heartening; but dialectically, the same colour coding is terribly disheartening in a South Africa which once – just a decade ago – boasted the world’s highest degree of class confrontations (according to the World Economic Forum Global Competitiveness Survey) plus a community-based ‘rebellion of the poor’ evident in tens of thousands of post-apartheid service delivery protests.

Rebuilding that power will occur here with a sober awareness of electoralism’s limits, of the temporary character of these changing fortunes, and of the exceptional damage we can still expect from Trump – who in our framing, is like a black mamba snake whose ability to strike out and bite with fatal venom, even when cornered and, dying should not be forgotten.

And that viper’s nest of Trumpism, and of its not-so-distant South African relatives, contains quite a prolific brood: many more proto-fascists whose success in this week’s elections should not disguise their plans for respectable-appearing political coalitions built upon neoliberal policies, Afrophobic ethnic cleansing and a revanchist vengeance against those who have failed to govern well on behalf of the majority. And against that majority too.

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Introducing BRICS from above, BRICS from the middle and BRICS from below

BRICS FROM ABOVE
Heads of state, Business Forum, elite allies
*BRICS as anti-imperialist (ANC & Pretoria rhetoric – “Talk Left, Walk Right”, e.g. national-liberation tradition, foreign ministry on global geopolitics, finance minister on IMF reform, sports minister on FIFA)
*BRICS as sub-imperialist (Pretoria relegitimising world capitalism, lubricating neoliberalism in - and exploiting - Africa, intensifying class war against SA’s poor/workers/women/nature on behalf of global/local capital, ensuring maximum greenhouse gas emissions alongside BASIC/US no matter local/continental/global consequences, and playing “deputy sheriff” role to imperialism)
*BRICS as inter-imperialist (Pretoria's potential support for a new internet delinked from US, promotion of Putin v Obama in September 2013 at G20, and mainly backing Russia in Crimea/Ukraine conflict - as well as earlier episodes where SA lined up with China in UN e.g. in relation to Burma)

BRICS FROM THE MIDDLE
Academic Forum, trade unions, NGOs
BRICS advocates (most of Academic Forum, Johannesburg & Pretoria “think tanks” and others who suffer persistent “failure of analytical nerve”)
*wait-and-see (most NGOs and trade unions - as well as “Third Worldist” intellectuals - who wish for BRICS to become “anti-impi” at UN, Bretton Woods Institutions, Development Bank, Contingent Reserve Arrangement, etc)
*critics (those associated with brics-from-below network who consider BRICS to be “sub-impis” and sometimes also “inter-impis”)

BRICS FROM BELOW
Grassroots activists whose visions run local to global
*localist (stuck within local or sectoral silos, including myriad “popcorn protests” - even some against BRICS corporations or projects - that are insurgent, unstrategic, momentary, at constant risk of becoming xenophobic, and prone to populist demagoguery)
*nationally-bound (most activists who are vaguely aware of - and hostile to - BRICS yet so overwhelmed by local, national and sectoral battles, they fail to link across borders - even BRICS hinterlands)
*solidaristic-internationalist (“global justice movement” allies aspiring for joint campaigning against common BRICS enemies such as Vale, China Development Bank, DBSA, Transnet/mega-shipping, fossil fuel corporations and other polluters, coming BRICS Development Bank)

JEALOUS PRO-WEST CAPITALISTS
Most white organic intellectuals of capital connected to Old Money, multinational-corporate branch plants, Business Day, northern-centric big biz, Democratic Alliance and their ilk.


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